BUDROS, RUHLIN & ROE, INC. Information

1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, Ohio, 43215-7088, (614) 481-6900

Report Date: 12/31/2016

Position Statistics

Total Positions 117
New Positions 5
Increased Positions 20
Decreased Positions 83
Positions with Activity 103
Sold Out Positions 30
Total Mkt Value (in $ millions) 322

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 0.38%
Basic Materials 0.18%
Industrials 1.25%
Consumer Cyclicals 2.76%
Consumer Non-Cyclicals 2.36%
Financials 78.42%
Healthcare 2.41%
Technology 5.79%
Telecommunication Services 0.77%
Utilities 0.33%

117 Positions as of 12/31/2016

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
JPMORGAN CHASE & CO ALERIAN ML ETN 31,025 758 2.50 917,348
ALPHABET INC CAP STK CL A 459 -91 (16.62) 542
ALPHABET INC CAP STK CL C 412 -79 (16.02) 498
BERKSHIRE HATHAWAY INC DEL CL A 38,431 New 152
COMCAST CORP NEW CL A 220 220 New 2,921
FACEBOOK INC CL A 657 -44 (6.3) 4,922
CASTLIGHT HEALTH INC CL B 72 New 20,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 84,150 536 .64 499,198
3M CO COM -1,230 Sold Out 0
ALTRIA GROUP INC COM 219 -1,253 (85.12) 3,001
AMAZON COM INC COM 270 -229 (45.93) 319
AMERICAN EXPRESS CO COM 1,238 -75 (5.68) 15,533
AMGEN INC COM 417 -137 (24.78) 2,404
APPLE INC COM 5,731 -333 (5.48) 42,228
AT&T INC COM 2,472 1,008 68.88 59,599
BANK AMER CORP COM 469 -50 (9.54) 19,146
BOB EVANS FARMS INC COM 493 New 8,666
BOEING CO COM -1,191 Sold Out 0
BRISTOL MYERS SQUIBB CO COM 1,302 -90 (6.46) 23,852
CARDINAL HEALTH INC COM 866 New 10,734